CWSIX Mutual Fund

CWSIX Mutual Fund

NAV$14.42
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Returns Overview

1 Month
-6.23%
3 Months
-6.35%
6 Months
+9.40%
YTD
+15.03%
1 Year
+18.94%
3 Years (annualized)
+12.74%
5 Years (annualized)
+7.11%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+10.34%
vs Peers
+4.69%

CWSIX Mutual Fund Performance

CWSIX performance across multiple time periods: 1-month -6.23%, YTD 15.03%, 1-year 18.94%, 3-year 12.74%, 5-year 7.11%, 10-year 7.81%.

CWSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

CWSIX vs another fund shows side-by-side returns. CWSIX alternatives are available in the Mutual Fund Screener.